See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,269 | $95,862+237.2% | $79,550+306.4% | $134,475+140.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -13.93% | -2.69%-11.2pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,923 | $3,128-38.5% | $2,413-20.3% | $4,740-59.4% |
| Participant deferral / active EE | $2,031 | $4,693-56.7% | $3,985-49.0% | $6,400-68.3% |
| Admin fee / account holder | $12,479 | $9,126+36.7% | $6,832+82.6% | $11,426+9.2% |